Shine Investment Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Shine Investment Advisory Services’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$30K	Hold	300	–	–	0.01%	393
2020 Q2	$27K	Buy	+300	New	+$24.3K	0.01%	413

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Shine Investment Advisory Services's SOXX Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares Semiconductor ETF (SOXX) position steady in Q3 2020 at 300 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #393.

Shine Investment Advisory Services first reported a position in SOXX in Q2 2020 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SOXX as of Q3 2020.

Shine Investment Advisory Services held 300 shares of iShares Semiconductor ETF worth $30K as of Q3 2020.
Shine Investment Advisory Services left its iShares Semiconductor ETF share count unchanged in Q3 2020.
iShares Semiconductor ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #393 holding.
Shine Investment Advisory Services first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 2 quarters since.
268 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.